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Mack Courter

Personal Finance, Retirement, Investing
“Mack Courter, Founder and Principal of Courter Financial, LLC, is dedicated to helping his clients create their plan, and together, work to make it a reality.”

Courter Financial, LLC

Job Title:

Founder and Principal


Mack Courter is the Founder and Principal of Courter Financial, LLC. Mack helps his clients design a financial road map to bridge the gap between where they are financially and where they want to be. He specializes in working with pre-retirees and retirees who want to maintain their current lifestyle and ensure that their money lasts through their golden years. Investors who have used his advice are those from all walks of life including physicians, pastors, teachers, plumbers, and small business owners. His clients are typically good neighbors, responsible individuals and good family stewards.

Before starting his own practice in 2005, Mack worked for Ameriprise Financial, then known as American Express Financial Advisors. Mack is a CERTIFIED FINANCIAL PLANNER™ professional, which required him to complete a professional course of study and pass six rigorous exams, proving his knowledge in the areas of investment, retirement, insurance, tax, and estate planning. He achieved this distinction at the age of 23, making him one of just 3% of all CFP®s to obtain the designation prior to age 30. Mack is a registered investment advisor in the state of Pennsylvania. The firm is independently owned and operated. There are no conflicts of interest regarding compensation to cloud Mack’s decision-making process and client recommendations.

Mack lives with his wife and four daughters in the Bellefonte area. When he’s not advising his clients, he enjoys spending time relaxing or traveling with his family, and serving in his local church.

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Mack Courter's posts are for informational purposes only, and are not meant as specific investment advice.  Investing involves risk, including the possible loss of principle and the fluctuation of value.  Past performance is not a guarantee of future results.   

All Articles
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March 2017
    Annuities, Life Insurance
February 2017
    Annuities, Retirement Savings
August 2017
    Retirement, Retirement Living
June 2017
    Retirement, Retirement Savings, Social Security
August 2017
    Personal Finance

All Answers
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    IRAs, Taxes
Earnings within a Roth IRA are tax free, so are these earnings included in the modified adjusted gross income which is used to determine Roth IRA eligibility?
50% of people found this answer helpful

Generally, the answer is no. However, if you converted an IRA or a Qualified Plan to a Roth, the income realized on the transaction is included for purposes of modified AGI. Check out this worksheet on the IRS's website:  https://www.irs.gov/publications/p590a/ch02.html

January 2017
    Financial Planning, Annuities, IRAs
Should I place some of my IRA funds into an annuity?
33% of people found this answer helpful
October 2016
    Investing, Bonds / Fixed Income, Stocks
Should I keep bonds in my portfolio if interest rates rise?
28% of people found this answer helpful
March 2017
    Investing, Mutual Funds
How does an initial investment compound interest?
25% of people found this answer helpful
October 2016
How do dividend ETFs work?
25% of people found this answer helpful
September 2016